Hybrid Investment Admin — Path to Investment Manager

Quilter; Birmingham; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading wealth management firm in Birmingham is seeking an individual for a role in their investment management team. You will assist in client reviews, prepare investment proposals, and manage suitability letters. This role offers a hybrid working environment and provides strong training opportunities, making it an excellent entry point into the financial services industry. Ideal candidates will have strong communication skills and a passion for finance.

Benefits

Competitive benefits

Qualifications

• Candidates should have strong communication skills and a keen interest in financial services.

Responsibilities

• Assist in client reviews and prepare investment proposals.
• Manage suitability letters.

Skills

Strong communication skills

Interest in financial services

Job description

A leading wealth management firm in Birmingham is seeking an individual for a role in their investment management team. Responsibilities include assisting in client reviews, preparing investment proposals, and managing suitability letters. Candidates should have an interest in financial services and strong communication skills. Training will be provided, making this an excellent entry point into the industry. The role offers a hybrid working environment with competitive benefits.